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Accessing Roadmaps

Overview

Instructions on how to access the Roadmaps feature in Lifecycle.

Steps

  1. From the main menu, select Portfolio Planning > Roadmaps.

  2. If not already selected, choose a project from the Project Navigator.

  3. Click on the Board or Timeline layout button.

  4. If not already selected, choose a project from the Project Navigator.

Who Can Access Roadmaps

Roadmaps visualize portfolio items and the access rights to roadmaps are the same as that of portfolio items. Note that a member's access to a roadmap is driven by their project role, as follows:

  • All project members can view the roadmaps for the projects to which they have access.

  • Only members with the following project roles can create and manage the roadmap: Admin, Project Lead, and Customer.

  • All users with "view" access have the ability to filter and configure a roadmap they are viewing. This includes the ability to:

Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items.

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